Outliers Advisory

THE SCENARIO FOR THE ASSET MANAGEMENT INDUSTRY

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Stay updated with us on the financial market.

Samuel Ponsoni

Mar 131 min read

WALL STREET IMMERSION 2024 - DAY 4 (WELLINGTON MANAGEMENT / NINETY ONE)

On the fourth day of the Wall Street Immersion, our group visited two major asset managers represented by Compass in Brazil.

Samuel Ponsoni

Mar 121 min read

WALL STREET IMMERSION 2024 - DAY 3 (SCHRODERS)

On the third day of the Wall Street Immersion, we were hosted by Schroders at their New York office.

Samuel Ponsoni

Mar 111 min read

WALL STREET IMMERSION 2024 - DAY 2 (FRANKLIN TEMPLETON)

On the second day of the Wall Street Immersion, we had the chance to delve into seven distinct areas of Franklin Templeton.

Samuel Ponsoni

Mar 101 min read

WALL STREET IMMERSION 2024 - DAY 1 (AXA INVESTMENT MANAGERS)

The first day took place at AXA Investment Managers, with a deep dive into their strategies for equities, credit, and ETFs.

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NUMBERS

THE ASSET MARKET IS OVERSIZED. IT'S BECOMING INCREASINGLY DIFFICULT TO STAND OUT.

WITH WEAK 24-MONTH AND 36-MONTH RETURN WINDOWS, THE MULTIMARKET CLASS HAS BEEN HEAVILY PENALIZED IN 2023.

IN EQUITY FUNDS, HISTORY REPEATS ITSELF: POOR MEDIUM AND LONG-TERM RETURNS (5 YEARS) LEAD TO HEAVY WITHDRAWALS.

AND IN THIS "BEAR MARKET", EQUITY FUNDS AND MULTIMARKET FUNDS MORE THAN RETURNED ALL THE CAPITAL RAISED IN PREVIOUS YEARS.

AFTER A TURBULENT START TO THE YEAR, CREDIT FIXED-INCOME FUNDS HAVE RETURNED TO POSITIVE TERRITORY IN TERMS OF CAPITAL RAISING.

THE OUTCOME OF A LARGE NUMBER OF MANAGERS AND RESOURCES "FLEEING" FROM FUNDS: MORE THAN 50% OF THE ASSETS DON'T COVER THEIR COSTS!